SkyOak Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

SkyOak Wealth’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$455K	Hold	3,107	–	–	0.08%	136
2025 Q4	$481K	Hold	3,107	–	–	0.09%	133
2025 Q3	$432K	Sell	3,107 -10	-0.3%	-$1.35K	0.08%	136
2025 Q2	$420K	Hold	3,117	–	–	0.08%	141
2025 Q1	$455K	Sell	3,117 -14	-0.4%	-$2.03K	0.1%	124
2024 Q4	$431K	Sell	3,131 -299	-9%	-$43.8K	0.09%	129
2024 Q3	$528K	Sell	3,430 -265	-7%	-$40.2K	0.12%	110
2024 Q2	$538K	Sell	3,695 -122	-3%	-$17.5K	0.13%	113
2024 Q1	$564K	Sell	3,817 -91	-2%	-$13.1K	0.13%	111
2023 Q4	$533K	Hold	3,908	–	–	0.14%	113
2023 Q3	$503K	Hold	3,908	–	–	0.15%	108
2023 Q2	$519K	Hold	3,908	–	–	0.15%	117
2023 Q1	$506K	Hold	3,908	–	–	0.15%	114
2022 Q4	$531K	Hold	3,908	–	–	0.18%	112
2022 Q3	$473K	Sell	3,908 -38	-1%	-$4.89K	0.17%	113
2022 Q2	$506K	Sell	3,946 -400	-9%	-$52.4K	0.17%	114
2022 Q1	$595K	Sell	4,346 -40,571	-90%	-$5.37M	0.17%	114
2021 Q4	$6.33M	Buy	44,917 +647	+1%	+$85.9K	1.61%	13
2021 Q3	$5.64M	Buy	+44,270	New	+$5.85M	1.52%	14
2020 Q3	–	Sell	-68,455	Closed	-$6.85M	–	250
2020 Q2	$6.85M	Buy	68,455 +4,794	+8%	+$473K	2.53%	4
2020 Q1	$5.64M	Buy	63,661 +59,013	+1,270%	+$5.73M	2.88%	5
2019 Q4	$473K	Buy	+4,648	New	+$447K	0.15%	168

Other funds holding XLV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

SkyOak Wealth's XLV Position: Q1 2026 in Review

SkyOak Wealth held its State Street Health Care Select Sector SPDR ETF (XLV) position steady in Q1 2026 at 3,107 shares worth $455K. The position accounts for 0.08% of the portfolio, ranked #136.

SkyOak Wealth first reported a position in XLV in Q4 2019 and has held it in 22 quarters since. The position peaked at $6.85M in Q2 2020. 1,802 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

SkyOak Wealth held 3,107 shares of State Street Health Care Select Sector SPDR ETF worth $455K as of Q1 2026.
SkyOak Wealth left its State Street Health Care Select Sector SPDR ETF share count unchanged in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.08% of SkyOak Wealth's portfolio in Q1 2026, its #136 holding.
SkyOak Wealth first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 22 quarters since.
SkyOak Wealth's State Street Health Care Select Sector SPDR ETF position peaked at $6.85M in Q2 2020.
1,802 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.